KAT ETF
Scharf ETF
KAT ETF Overview
KAT ETF (Scharf ETF) is managed by Scharf Funds with $671.5M in net assets. KAT expense ratio is 0.75%, holding 35 positions across sectors including Financials, Information Technology, Health Care. Inception date: 2011-12-30.
KAT performance shows a YTD return of 3.91%. The 1-year return is 6.13% and the 5-year return is 6.12%. KAT dividend yield stands at 0.45%, paid quarterly.
KAT top holdings include Occidental Petroleum Corp. (5.9%), Microsoft Corp (5.8%), Amazon.Com Inc (5.7%), Union Pacific Corp (5.5%), Meta Platforms Inc (4.9%). Go to all KAT holdings, KAT sectors, or KAT dividends.
KAT can be compared against other funds. Use KAT overlap to find shared positions, or KAT vs another fund for a side-by-side view. KAT alternatives are available via the screener, along with tax-loss harvesting opportunities.